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Hi. This is Lisa with OCLC and this is how to create a loan request in WorldShare ILL.
In this video, I will search for an item using a basic and an advanced search. Identify which
item to borrow from the search results. I will show you how to filter by custom holdings
or profiled group and select from state, regional or all holdings.
I will sort and select lenders for the lender string, create the request and review the
details. I will also apply my constant data and confirm the needed-by date before I send
the request.
So let's take a look. On the WorldShare ILL home screen, I'm going to the left hand menu
to click Discover Items. Here I can search all of WorldCat or my library holdings.
I'm going to stick with all of WorldCat. I can select the index from the next menu, title,
keyword, author, ISBN, ISSN or OCLC number.
For my initial search, I will select Title and type in the title Gone with the Wind.
If you like to use expert searching, note that you can use your expert search labels
right here in the search term and in that case, you would search the keyword index.
I'm going to stick with the title index. I've typed in my title Gone with the Wind. So now
I will click Search.
This screen will show us the search results with the highest number of library holdings
at the top of the table. This may also be sorted by relevance, author, title, newest
date or oldest date, highest number of library holdings, or lowest number of library holdings.
I'm going to do another search and then we will take a closer look of where we go from
this screen. I will close out of this search by clicking the red X on the left hand side.
I will start an advanced search by using this link here and under Discover Items for advanced
search. This will open the Advanced Search menu.
Again I can select all of WorldCat or my library holdings and next I will choose the index.
The default index here is title. So I will go to the next field to enter my search term
"Civil War".
I can select the Boolean operator and the default is "and" but I may also change it
to "or" or not. I'm going to keep that as "and" and also keep the next default index
author. I will enter my search term into the following field.
Finally I can keep the "and" and select another index. I'm going to scroll down a bit and
select Publisher. I will enter my publisher here and note if I wanted to add another index,
I could click the green plus sign to add another row.
I will select the format using the center column. Scrolling down, I will look for the
video category and select DVD. If I wanted to, I could also select the language, source
of cataloging or language of cataloging or enter in the year of the item.
I'm going to go ahead and click Search. On the search result screen here, I can quickly
identify that the first item looks like what I might be looking for by looking at the brief
bibliographic details here.
If I wanted more information, I could click or hover over the blue information button
or click the title to go into a more detailed record which would include the description,
a link to holdings, related or subject material. Anything that you see hyperlinked will initiate
a new search by that term.
I will go back to the search result screen using the tab on the left hand side and now,
I'm going to go to the center column where I can confirm that it is not held by my library
and choose from state, regional or all holdings.
Notice on the left here under the bibliographic details, you can also choose to initiate a
search for versions with the same title and author.
Moving to the right hand column, I may wish to filter by custom holdings path or by profiled
group. Once I've made my selection, I will select from the right hand menu and click
Go if I wanted to use this filter. Click the X if you don't want to search by that filter.
The same thing would apply with the profiled group. Click Profiled Group, make your selection
and then you would click Go.
In this case, I'm going to close out of that by clicking the green X and go to the center
column to select Regional Holdings. On the holdings screen, again I see a brief look
at the bibliographic details and scrolling down a bit, I can see which libraries may
hold this item.
Notice that the green tab says "regional holdings". That's because we clicked Regional Holdings
on the previous screen. If we had selected state holdings or all holdings, this screen
would have opened up with that tab in green and that tab information displaying.
The table below can be sorted by any of the underlined column headers -- library, supplier,
location, symbol, group or holdings. If you click the Supplier button two times, the suppliers
that say yes will move to the top of the list.
Notice the column next to that indicates the days to respond. Scrolling down, we can see
that many libraries have the default of four days to respond but if a library knows that
it will take them longer, they can change it in the policies directory, change the number
of days to respond, and that will show up here on this table highlighted so you can
keep that in mind when you select lenders for the lender string.
Scrolling up, I'm going to select a couple of lenders here. When I click Yes, those lender
symbols are added to the lender string. Now let's say I would like to take a closer look
at the policies for each institution or at their online catalog. I can click Marshall
University, click the name of the institution and another window will open indicating to
me that this item is currently available.
If I go back to WorldShare ILL and click the blue information button, I will be directed
to another window with the policies directory listing for that library. In this case, if
the session has lasted open too long, you may need to sign in again.
We will give that a moment. Here I can review the Marshall University listing and the policies
directory. Notice in the center the listing includes the option to set the days to respond
and here at Marshall, it is the default of four days.
I will go back to WorldShare ILL and let's make sure to include Marshall on the lender
string. Let's say now I would like to select a filter. I can go to the All Holdings tab
and here's where I would be able to filter by custom holdings path or profiled group.
I would make a selection using the dropdown menu and click Go to initiate the filter.
I can remove the filter by clicking the green X and now I can search by custom holdings
path the same way.
I will click Go to initiate that filter. Notice that when I filter by custom holdings path,
those lenders are automatically added to the lender string and if you already started to
add lenders to the lender string, any custom holding lenders will just be added at the
end of the lender string. In WorldShare ILL, you can add up to 15 lenders to the lender
string.
Now I'm ready to create the request. I will click the Create Request button and the request
work form will open. Under the request details, I can see that the information has been populated.
So I can scroll down a bit and review the other details of the request.
Notice that the next section is lending libraries and here the lenders that I have selected
are in the lender string. If I need to make any adjustments, I can click and drag and
drop to reorder the lenders in the lender string.
For example if I wanted to move these with eight days to respond, a little further down
the line I could do so by just dragging them down.
Scrolling down a bit more, I can look over borrowing library information. Now for this
record, I haven't yet applied my constant data but once I do, constant data will be
filled in using the default profile or any other constant data profile I have set in
the system.
Scrolling all the way to the bottom, I also have a place where I can include patron information
or once the request has been initiated, review the request history or purchase options. Those
two options don't have any information at the point of creating a new request but it's
good to know what they are.
Scrolling back up, I will remove the actual lenders from this lender string and put in
my training lender symbol.
I will also make sure to apply my constant data and confirm the needed-by date. Notice
that my constant data filled in the request needed-by date and you know that because it
is shaded in green. It also chose the type and set the edition to any.
Scrolling up, I can close up anything I need to take a look at if I needed to. I don't
have to but it makes it convenient if you have a long request with lots of information.
I can open up the request details again and once I've reviewed everything, if I'm satisfied
that the request is complete, I can click Send Request.
The request will be sent and you will be given an ID number with a link back to the request
if I wanted to take a closer look. Otherwise, the request will move to Borrowing Requests,
Produced and Awaiting Response. You will see it right here, The Civil War.
If you have any questions, you can contact OCLC customer support at support@oclc.org.
Thanks.